Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Meyers is a financial advisor registered with Wells Fargo Clearing Services, LLC. He has been in the financial services industry since 1994. Michael holds licenses for both investment advisory and broker-dealer services. His previous roles include working for Credit Suisse Securities (USA) LLC and Citigroup Global Markets Inc. Michael has a wide range of experience in serving clients, including high-net-worth individuals, corporations, and charitable organizations. He offers a variety of services, including financial planning, investment consulting, and portfolio management. Michael has a strong track record of providing high-quality financial advice to his clients and is committed to helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/01/2016 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
05/08/2009 - 04/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
11/05/1999 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
11/14/1994 - 11/11/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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